Earnings are growing slow for Sumitomo… stock should have crossed ₹750 by now…
Posts in category Value Pickr
Carysil (earlier Acrysil) – Kitchen sinks (03-09-2024)
I expect the fed rate cuts to be a huge positive to Carysil’s business in USA and Europe over next 3 years. They have already done reasonably well in this recent 2 year headwind period. Plus already has a huge cost advantage being an India based manufacturer.
SBI Cards & Payment Services Limited (03-09-2024)
Although the rate at which the number of credit cards issued might slow down, the average expenditure per card user will continue to rise, given the spending profile of the youth and earning growth. Also, the linking of Rupay Credit Card in UPI shall give a boost.
Regarding unsecured loans, one can not deny the possibility of default; however, tightening KYC norms and bank due diligence before issuing credit cards are also increasing. I think this company shall do better than banks in longer terms.
Disc. biased view, top 5 holding.
Natco Pharma: Focusing On Complex Products (03-09-2024)
Hi @chikspat
Challenges:
Management acknowledges potential earnings dips post-Revlimid patent expiry, emphasizing the need for new product launches to offset declines.
Does any one know the expiry details of the Revlimid patent expiry? if you do know pls share.
Matrimony.com Ltd – Lot of opportunity to grow (03-09-2024)
As an ex-user of their platform, disappointed with the data quality and poor moderation. They seem to purposely leave data of married, inactive and duplicate profiles despite reporting. Have used their competitor platforms as well, found the data quality was better and the profiles relatively more responsive.
Disc: No holdings. This is just my view, others experience might differ, which is fine.
Ashiana Housing – Banking on Tier II and III towns! (03-09-2024)
Ashiana Amarah realisation at around 14,250 for phase IV. It was around 11,670 for phase III.
Hero Motor – Leader in two wheeler (03-09-2024)
August didn’t turn out to be the standout month that many EV manufacturers had hoped for,Sales in August dropped by approximately 25.05% compared to July, largely due to the middle-month effect caused by the Electric Mobility Promotion Scheme 2024 (EMPS), which runs from July 1 to September 30, 2024.
Dharamsi Morarji Chemicals (DMCC) (03-09-2024)
Anybody tracking this anymore? Company seems to be undergoing headwind
Kotak Mahindra Bank – Low Cost Liability Banking Franchise (03-09-2024)
NPA provisions continue to rise sequentially in Q2 amid seasonal weakness – The Economic Times – NPA provisions continue to rise sequentially in Q2 amid seasonal weakness – The Economic Times